微型发光二极管 (LED) 市场 - 增长、趋势、COVID-19 的影响和预测 (2023-2028)

Micro LED 市场预计在预测期内以 51.1% 的复合年增长率增长。

消费技术的发展以及 MEMS 技术的迅速采用进一步推动了市场的增长。

主要亮点

• 液晶显示器 (LCD) 和有机发光二极管 (OLED) 是当今市场上两种主要的平板显示技术。 然而，最近出现了微型 LED (Hoshi-LED) 和无机微型 LED (mLED) 作为发光显示器，可以大大提高 LCD 的动态范围和读取阳光。
• Micro LED 比液晶显示器发光更简单，并且可以单独控制。 结果，图像质量（响应速度、对比度）大大提高，并且由于没有像液晶显示器那样的过滤器，因此可以实现高效显示。 OLED 使用由有机发光材料製成的微小子像素。 Micro LED 具有类似于有机 EL 的结构并使用无机 EL。 与有机EL相比，具有高效率、高亮度、高耐久性（长寿命）、广色域等特点。
• 与 LCD 和 OLED 显示器相比，Mini LED 和 Micro LED 屏幕具有多项优势，例如更薄和更节能。 因此，一些公司正在开发可能采用最新技术的新设备。 Apple 对将 Micro LED 技术用于 iPhone、iPad 和智能手錶显示应用表现出了极大的兴趣。
• 可穿戴产品必须结构紧凑、重量轻、功耗低且环保。 因此，推进Micro LED技术成为智能穿戴产品发展的必要条件。 Micro LED 有望成为智能手錶和眼镜创新应用的下一代显示器。 2020年12月，康佳发布了首款Micro LED手錶“APHAEA手錶”。 采用2英寸Micro LED显示屏，像素间距为0.12mm，Micro LED芯片尺寸为30um。
• 此外，高速通信和小型移动计算平台的快速发展使得人们对传统平板显示器之外更深入的人机交互的需求不断增加。 此外，由于AR和VR等技术，对下一代交互显示的需求正在增加，并且在各个工业领域的应用正在取得进展。 预计此类趋势将推动 micro-LED 在 AR 和 VR 应用中的采用。

Micro LED市场趋势

AR/VR 将占据较大的市场份额

• 虚拟现实和增强现实技术通过提供身临其境的体验并促进用户与设备之间的互动，正在重新定义用户与电子设备和小工具的互动方式。 这种趋势增加了对先进显示技术以及其他技术的需求。
• Micro LED 是一种先进的显示技术，可确保高亮度和对比度，同时降低功耗。 这些功能与提供最佳视觉体验的增强现实 (AR) 和虚拟现实 (VR) 应用程序特别相关。 越来越多的应用程序激发了多家公司合作开发先进技术并将其集成到设备中以增强用户体验。
• 2021 年 10 月，中国电子公司 TCL 发布了配备全彩透明 Micro LED 显示屏的全新 Thunderbird 智能眼镜先锋版。 这款眼镜还有一个内置摄像头，用户只需点击镜框的两侧即可拍照。 这款眼镜看起来像普通眼镜，具有透明显示屏和 TCL 已使用三年的波导技术。 眼镜还可以支持增强现实，通过眼镜为用户的视觉添加一层数字信息。
• 此外，2021 年 12 月，用于高端增强现实 (AR) 眼镜的 micro LED 显示器技术公司 MILEDI Microdisplays 宣布了业界首个基于 300mm CMOS 製造平台构建的 AR micro LED 阵列。 . 高製造精度、性能和成本效益以及 300mm 产品策略使 MILEDI 成为 AR 眼镜製造商的首选显示合作伙伴。
• 此外，2021 年 9 月，小米发布了名为小米智能眼镜的智能眼镜，配备单色微型 LED 系统，与 OLED 相比结构更简单，但像素密度更高，寿命更长。 据小米称，Micro LED 将使显示屏更紧凑，更易于与屏幕集成。

北美市场份额最大

• 智能手机的日益普及被认为是该地区采用 Micro LED 的最大推动力之一。 近年来，美国销售的智能手机数量持续增长。 据 Zippia 称，美国约有 2.9415 亿人拥有智能手机，约占该国总人口的 89%。
• 此外，随着智能手錶在该地区越来越受欢迎，Micro LED 市场的采用预计会扩大。 谷歌和苹果等公司正计划在美国推出新的智能手錶，以利用该地区不断增长的设备机会。 例如，2022 年 10 月，谷歌将推出其首款智能手錶，将在网上和纽约的实体店销售。
• 美国专利商标局已向 Apple Inc. 授予一项灵活、可捲曲的显示器专利。 该公司目前正在研究开发一种设备，该设备具有两个独立的外壳，展开后在中间露出一个平面显示器。 该专利还表明该设备可能同时具有刚性显示屏和可捲曲屏幕。
• 此外，2022 年 5 月，美国 AR 智能眼镜製造商 Vuzik 宣布与 Atomistic SAS 达成交易。 根据战略协议，Vuzix 将获得在其智能眼镜中使用 Micro LED 镜片的独家许可，Atomistic SAS 将帮助为 Vuzix 的 AR 产品设计定制背板。 这些新兴市场的发展将在预测期内推动研究市场的增长。

Micro LED市场竞争者分析

微型发光二极管 (LED) 市场竞争激烈。 随着创新和可持续产品的兴起，许多公司正在通过获得新合同和开拓新市场来提高其市场占有率，以保持其在全球市场的地位。 以下是一些主要的发展。

2022 年 10 月，Avicena 宣布已从 Nanosys 收购 microLED 製造设施和相关工程团队。 此次收购显着增强了 Avicena 针对多 Tbps 并行互连优化的高速 GaN microLED 的开发和製造能力。

2022 年 3 月，Google 宣布收购 Laxium，这是一家基于 MicroLED 的初创公司，为增强现实和混合现实设备中使用的显示器开发微型发光二极管。 此次收购将使谷歌能够製造 AR 显示器。

其他福利。

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 研究假设和市场定义
• 调查范围

第二章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 工业价值链分析
• 产业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 买家的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场动态

• 市场驱动因素
  • MEMS 技术的出现
  • 消费电子产品的增长
• 市场製约因素
  • 材料转移可能成为 Micro Led 商业化的瓶颈
  • 供应链的复杂性

第 6 章市场细分

• 通过申请
  • 展示
    • 智能手錶
    • 接近设备（AR、VR）
    • 电视
    • 智能手机/平板电脑
    • 显示器/笔记本电脑
    • 平视显示器
    • 数字标牌
  • 灯光
• 最终用户
  • 消费类电子产品
  • 汽车
  • 航空航天与国防
  • 其他最终用户
• 按地区列出
  • 北美
  • 欧洲
  • 亚太地区
  • 世界其他地方

第七章竞争格局

• 公司简介
  • Innolux Corporation
  • Sony Corporation
  • LG Display Co Ltd
  • Aledia SA
  • Epistar Corporation
  • Optovate Limited
  • Rohinni LLC
  • Samsung Electronics Co. Ltd
  • JBD Inc.
  • Plessey Semiconductors Limited
  • Ostendo Technologies Inc.
  • VueReal Inc.
  • Allos Semiconductors

第8章 投资分析

第9章 市场机会未来动向

The micro LED market is expected to register a CAGR of 51.1% during the forecast period. The rising growth of consumer technology coupled with an emergency of MEMS technology is further boosting the growth of the market studied.

Key Highlights

• In the current market, liquid crystal displays (LCDs) and organic light-emitting diode (OLED) displays are the two dominant flat-panel display technologies. However, micro-LEDs (μLEDs) and inorganic mini-LEDs (mLEDs) have recently emerged by significantly enhancing LCDs' dynamic range or as sunlight-readable emissive displays.
• A micro-LED is considerably simpler than an LCD, as they emit light and can be controlled individually. This results in displays that offer significantly better image quality (response time, contrast) and are highly efficient, too, as there are no filters in LCDs. OLEDs utilize tiny sub-pixels made from organic emissive materials. Micro-LEDs are somewhat similar but with an inorganic LED structure. Compared to OLEDs, micro-LEDs are poised to be much more efficient and brighter, more durable (higher lifetime), and with a higher color gamut.
• Mini-LED and micro-LED screens have several advantages over LCD and OLED displays, such as being thinner and more energy-efficient. As a result, several companies are developing new devices that may use the latest technologies. Apple showed significant interest in incorporating micro-LED technology in its iPhone, iPad, and smartwatch display applications.
• The requirements of wearable products include small size, lightweight, low power consumption, and environmental resistance. The progressing micro-LED technologies, thus, become critical for the development of smart wearables. Micro-LED is poised to be the next-generation display for innovative applications for smartwatches and glasses. In December 2020, Konka introduced the first micro-LED Watch, the APHAEA Watch. It uses a 2-inch micro-LED display with a pixel pitch of 0.12 mm, and the micro-LED chips are 30 um in size.
• Further, rapid advances in high-speed communication and miniature mobile computing platforms escalated a strong demand for deeper human-digital interactions beyond traditional flat panel displays. AR and VR technologies are driving the growth of next-generation interactive displays with increased applications across various industries. Such trends are expected to boost micro-LED adoption for AR and VR applications.

Micro LED Market Trends

AR/VR to Account for Significant Market Share

• Virtual Reality and augmented reality technologies have redefined the way users interact with electronics and gadgets by embracing an immersive experience and promoting interaction between the user and the device. Such trends augment the demand for advanced display technologies, amongst other technologies.
• Micro-LED is an advanced display technology that ensures high brightness and contrast while keeping power consumption low. These features are particularly relevant for augmented reality (AR) and virtual reality (VR) applications to deliver the best visual experience. The increased number of applications stimulates several companies to collaborate to develop and integrate advanced technologies in their devices and enhance the user's experience.
• In October 2021, Chinese electronics company TCL unveiled its brand-new Thunderbird Smart Glasses Pioneer Edition, equipped with a full-color transparent micro-LED display. The glasses also have an inbuilt camera allowing users to take pictures with a click on the side of the frame. The glasses look like regular specs due to their transparent displays and the waveguide technology that TCL has been using for three years. The glasses may also have augmented reality support, which means they can add layers of digital information to the user's vision through the glasses.
• Further, in December 2021, MICLEDI Microdisplays, a technology company in micro-LED displays for high-end augmented reality (AR) glasses, demonstrated the industry's first micro-LED arrays-for-AR built on a 300mm CMOS manufacturing platform. The advanced manufacturing precision, performance, and cost-efficiency offered by the 300mm product strategy distinguish MICLEDI as a display partner of choice for AR glasses manufacturers.
• Also, in September 2021, Xiaomi introduced a pair of smart glasses called Xiaomi Smart Glasses, equipped with a monochrome micro-LED system that provides higher pixel density and a longer lifespan while having a simpler structure compared to OLED. According to Xiaomi, micro-LED allows for a more compact display and easier screen integration.

North America to Account for Largest Share

• The increasing penetration of smartphones is considered one of the biggest contributors toward adopting micro LED in the region. In recent years, the United States witnessed consistent growth in smartphone sales. According to Zippia, around 294.15 million people in the United States own a smartphone, which is about 89% of the country's total population.
• The increasing penetration of smartwatches in the region is also expected to augment the adoption of the micro LED market. Companies, such as Google and Apple are planning to launch a new smartwatch in the United States to leverage the growing opportunities of these devices in the region. For instance, in October 2022, Google launched its first smartwatch, which will be available online and in its physical store in New York City.
• The United States Patent and Trademark Office has granted a patent for Apple Inc. for a flexible and rolling display. The company is now looking at developing a device featuring two separate housings which roll out to reveal a flat display in the center. The patent also indicates that the devices could feature both a rigid display and a rollable screen.
• Further, in May 2022, Vuzik, a United States-based manufacturer of AR smart glasses, announced an agreement with Atomistic SAS. The strategic agreement provides Vuzix with an exclusive license to use microLED lenses for its smart glasses, and Atomistic SAS will assist Vuzix in designing custom backplates for its AR products. Such developments fuel the studied market's growth over the forecast period.

Micro LED Market Competitor Analysis

The Micro Light Emitting Diode (LED) Market is highly competitive. With increased innovations and sustainable products, many companies are increasing their market presence by securing new contracts and tapping new markets to maintain their position in the global market. Some of the key developments are:

In October 2022, Avicena announced the acquisition of a microLED fabrication facility and associated engineering team from Nanosys. The transaction will significantly enhance Avicena's capabilities in developing and manufacturing high-speed GaN microLEDs optimized for parallel multi-Tbps interconnects.

In March 2022, Google announced the acquisition of Raxium, a MicroLED-based start-up that develops tiny light-emitting diodes for displays used in augmented and mixed-reality devices. The acquisition will help Google make AR displays.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Value Chain Analysis
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Emergence of MEMS Technology
  • 5.1.2 Growth of Consumer Electronics
• 5.2 Market Restraints
  • 5.2.1 Mass Transfer to be a Bottleneck for Commercialization of Micro Led
  • 5.2.2 Complexities Through the Supply Chain

6 MARKET SEGMENTATION

• 6.1 By Application
  • 6.1.1 Display
    • 6.1.1.1 Smartwatch
    • 6.1.1.2 Near-to-eye Devices (AR and VR)
    • 6.1.1.3 Television
    • 6.1.1.4 Smartphone and Tablet
    • 6.1.1.5 Monitor and Laptop
    • 6.1.1.6 Head-up Display
    • 6.1.1.7 Digital Signage
  • 6.1.2 Lighting
• 6.2 By End User
  • 6.2.1 Consumer Electronics
  • 6.2.2 Automotive
  • 6.2.3 Aerospace and Defense
  • 6.2.4 Other End Users
• 6.3 By Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia-Pacific
  • 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Innolux Corporation
  • 7.1.2 Sony Corporation
  • 7.1.3 LG Display Co Ltd
  • 7.1.4 Aledia SA
  • 7.1.5 Epistar Corporation
  • 7.1.6 Optovate Limited
  • 7.1.7 Rohinni LLC
  • 7.1.8 Samsung Electronics Co. Ltd
  • 7.1.9 JBD Inc.
  • 7.1.10 Plessey Semiconductors Limited
  • 7.1.11 Ostendo Technologies Inc.
  • 7.1.12 VueReal Inc.
  • 7.1.13 Allos Semiconductors

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS